ARE YOU AN EXPERIENCED INSURANCE SALES AGENT or FINANCIAL ADVISOR? If so, Hagen/Sinclair Research Recruiting is looking for Insurance and Financial Advisement Professionals in and around Philadelphia to participate in a PAID DISCUSSION GROUP regarding INSURANCE PRODUCTS. The opinions you provide will help shape the development of innovative new products.
The format of this study is an online discussion group that you can participate in from any location where you have Internet access. The study will be held over four days from Monday November 16th through Thursday November 19th with questions posted on three of those days. Participants who qualify for and complete the study will receive an HONORARIUM OF $250.
If you are interested in participating, please respond immediately via e-mail reply. If your answers pre-qualify you for the study, we will call you to complete the screening process.
Name:
Company:
Title:
Industry:
Daytime Phone:
Evening or Cell Phone:
E-Mail Address:
Time-Zone:
Latest we can call in the evening?:
Please select one answer by deleting those that do not apply.
1. Which of the following best describes your professional position? (Please select one answer by deleting those that do not apply.)
A. Financial planner or advisor
B. Independent broker/dealer
C. Insurance broker/agent
D. Investment advisor
E. Retirement plan administrator
F. Other (specify):
2. Do you, personally, actively sell equity investments on at least an annual basis? By equity investments, we mean variable life insurance, variable annuities, stocks, mutual funds, managed accounts, and other advisory accounts (excluding equity-indexed annuities).
1. Yes
2. No
3. Do you sell investment products from multiple companies or are you strictly limited to one company?
1. Multiple Companies
2. Single Company
4. Over the past 12 months, which of the following types of life insurance products have you, personally, sold to individual clients? (Please select one answer by deleting those that do not apply.)
1. Term life insurance
2. Whole or ordinary life insurance
3. Fixed Universal life insurance
4. Equity-indexed universal life insurance
5. Variable universal life insurance
6. Corporate owned life insurance
7. Bank owned life insurance
8. Group life insurance
5. How many life policy illustrations have you personally run in the past year?
1. None
2. 1-5
3. 6-10
4. More than 10
6. Over the last 12 months, how many new life insurance contracts have you written regardless of type?
1. Fewer than 10
2. 10 or more
7. Approximately how many dollars in new premiums and deposits did you personally produce over the past 12 months through these new life insurance contracts.
1. Less than $50,000
2. $50,000 to $99,999
3. $100,000 to $499,999
4. $500,000 or more
Thank you for responding
- Location: In and around Boston
- Compensation: $250 paid at the conclusion of the study
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.